Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,921 | $75,541-78.9% | $152,093-89.5% | $82,637-80.7% |
| Participation rate | 88.9% | 66.5%+22.3pp | 77.8%+11.1pp | 68.1%+20.8pp |
| Annual return | 9.93% | 32.56%-22.6pp | 66.36%-56.4pp | 53.51%-43.6pp |
| Employer contribution / active EE | $2,616 | $2,622-0.2% | $4,175-37.3% | $2,552+2.5% |
| Participant deferral / active EE | $746 | $3,206-76.7% | $5,451-86.3% | $4,126-81.9% |
| Admin fee / account holder | $1,050 | $6,405-83.6% | $14,497-92.8% | $7,339-85.7% |